Document Storage Approach
COSMO Document Management System provides a storage structure for documents that operates on the information type approach. This approach aims to store documents and files in categories. Each category stores files that have a similar structure, perform similar tasks, or have similar permissions.
Note
From a technical perspective, a document category corresponds to a SharePoint document library. This helps to apply permissions and compliance policies to it.
Multiple document categories are then grouped together in a section. The section is thus a structural element in the document storage structure.
The default configuration provides a total of 61 document categories in the areas of Articles, Purchasing, Employees, Service, and Sales.
Note
The number and content of document categories may change depending on customizations to the COSMO Document Management System configuration.
| Area | Document Category |
|---|---|
| Employee | Absences |
| Employee | Applications |
| Purchase | Blanket Purchase Order Archive |
| Purchase | Blanket Purchase Orders |
| Sales | Blanket Sales Order Archive |
| Sales | Blanket Sales Orders |
| Item | BOM Routings |
| Item | Certificates |
| Employee | Certificates |
| Employee | Contracts |
| Sales | Customer Purchase Orders |
| Sales | Customer Purchase Quotes |
| Item | Drawings |
| Employee | Forms |
| Purchase | General Correspondence |
| Sales | General Correspondence |
| Service | General Correspondence |
| Item | General Files |
| Service | General Files |
| Employee | General Files |
| Item | Manuals |
| Item | Marketing Documents |
| Employee | Meetings |
| Employee | Payslips |
| Sales | Pick Instructions |
| Item | Product Pictures |
| Employee | Protocols |
| Purchase | Purchase Credit Memos |
| Purchase | Purchase Invoices |
| Purchase | Purchase Order Archive |
| Purchase | Purchase Orders |
| Purchase | Purchase Quote Archive |
| Purchase | Purchase Quotes |
| Purchase | Purchase Receipts |
| Purchase | Purchase Return Order Archive |
| Purchase | Purchase Return Orders |
| Sales | Return Receipts |
| Purchase | Return Shipments |
| Sales | Sales Credit Memos |
| Sales | Sales Invoices |
| Sales | Sales Order Archive |
| Sales | Sales Order Confirmations |
| Sales | Sales Quote Archive |
| Sales | Sales Quotes |
| Sales | Sales Return Order Archive |
| Sales | Sales Return Order Confirmations |
| Sales | Sales Shipments |
| Service | Service Contract Quotes |
| Service | Service Contracts |
| Service | Service Credit Memos |
| Service | Service Invoices |
| Service | Service Orders |
| Service | Service Quotes |
| Service | Service Shipments |
| Item | Specifications |
| Employee | Timesheets |
| Employee | Travel Expenses |
| Employee | Vacation Requests |
| Purchase | Vendor Sales Order Confirmations |
| Purchase | Vendor Sales Quotes |
| Sales | Work Orders |
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